Decisive Data - Profitability Analysis

"How is my company doing?" It's a question we hear often. It seems simple enough, but answering it is a complex process. Decisive Data’s Profitability Analysis solution is designed to answer the question in a clear and straightforward manner by identifying areas of the business that are under-performing. We use color to highlight these problem areas, and leveraged a matrix with conditional formatting to give us granular insights that could prompt strategy changes. This solution provides enough detail to act wisely based on the insights gained from the comparison of revenue and profit.

Finding important patterns within granular data that includes a variety of information such as product, segment, region, date, salesperson, revenue and profit can be a challenge. Additionally, finding a way to present this information with enough detail to drive action is key.

A report is most valuable when it's actionable. We started by identifying which components of the process we can influence:

What we're selling (products)

Where we're selling (region, state)

When we're selling (month, year)

Who is doing the selling (salesperson)

We then determined the report's focus: areas that are not performing well. We use color to highlight these problem areas, and leverage a matrix with conditional formatting to give us granular insights that could prompt strategy changes. Finally, we include comparisons of profit and sales against prior years to put the performance into perspective.

The Power BI practice at Decisive Data will help you visualize and share your data. We strive to deliver solutions that not only let you make sense of your data, but lead you to the next step of taking action and driving process improvement at your company. If you'd like to learn more about how we can deliver actionable insights please contact us.